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778 Topics
M
Budding Pigmenteer
MKSMPBBudding Pigmenteer
asked in Questions & Conversations
Applying a specific months value to all months in a year

Hey,I am trying to reference the headcount for December and apply it to all months in the relevant financial year as part of a calculation. i.e if head count in Dec 24 in 100 and Dec 25 is 150, the formula would show 100 for all months in 2024 and 150 in all months of 2025.Has anyone done anything like this before and found a solution? Thanks! 

1401
francois
Employee
9 months ago
J
Jose RamonOccasional Observer
posted in Job Board
Financial Analyst | Reporting (m/f/d) at Uberall

Hello Group! 🌟 Opportunity Alert at Uberall 🌟 We're on the lookout for an FP&A Analyst to join our vibrant team in the exciting SaaS startup world, on a 10-month maternity cover contract with great potential for subsequent permanence and growth within our FP&A team. This is a fully remote position 💻  in Spain-EU! 👉 Interested? To learn more and apply, visit our site: https://jobs.eu.lever.co/uberall/461f80c2-9613-44f4-ba19-a6ec238fe23eDon't miss this chance to grow professionally and be part of our thrilling journey at Uberall. If this role isn't for you but you know someone perfect for it, please share this opportunity! 🚀

470
J
9 months ago
Y
Newly Minted Pigmenteer
YaejisNewly Minted Pigmenteer
asked in Questions & Conversations
Saving calculation

Hi! Can someone please help with setting up the formula for below? Thanks in advance!----Dates:Given Data (yellow highlighted) Question: I am seeing for formula to get the result below yellow highlighted row, “Result”.  The calculation starts from 3rd months from the start date, 10/31/2022. So it needs to calculate “January value 18,792 minus start date value 18,792. The result for 2023 Jan is zero. Then, calculation is same concept but moves forward. It’s always deducting the start date value, 18,792.  For July 2023, calculation is July 2023 19,355 minus the start date value 18,792, resulting 564.The calculation should stop in Bridge end date, 12/31/2023.   Thank you!

2963
Y
Newly Minted Pigmenteer
9 months ago
P
Newly Minted Pigmenteer
PaylwardNewly Minted Pigmenteer
asked in Questions & Conversations
Demo Ideas

Hello, I have gone through all of the available training and videos for Pigment modules and setting up Demos. I would like to know if there are any additional Demo resources and data I can use to test my skills.

1732
KarlW
Community Manager
9 months ago
Benji
Employee
BenjiEmployee
published in Job Board
The FP&A Jobs Report #70 (Circle, Tide, OpenAI...)

For all the new joiners, a quick reminder of what you get with this newsletter:👉🏾 Around 10 fresh job offers👉🏻 From top companies worldwide👉 Every weekExecutive Roles [FINANCIAL SERVICES] Head of Strategic Finance 📍LA/NY, US Circle helps businesses and developers harness the power of stablecoins for payments and internet commerce worldwide.  [FINANCIAL SERVICES] FP&A Director 📍London, UK Tide is a financial technology company that provides business banking services tailored for small and medium-sized enterprises (SMEs). Head of FP&A 📍Uusimaa, FI Finatal is a UK-based recruitment consultancy firm specialising in finance and accounting roles within the private equity and venture capital sectors.  [MANUFACTURING] Head of FP&A 📍Augsburg, DE KUKA is one of the world’s leading suppliers of intelligent automation solutions, offering customers everything they need from a single source.  Hiring? Submit a job!Other Ro

730
Benji
Employee
9 months ago
K
Seasoned Pigmenteer
KevinSeasoned Pigmenteer
asked in Questions & Conversations
Is it possible to use Previous() simultaneously across multiple dimensions?

I am building an attrition model based on month dimension and a dimension called ‘30 Day Cohort’.  I am almost certain that I will run into a circular reference if I do not use the Previous function.  However, because I am working with 2 dimensions I am unclear on how to reference the previous month and previous ‘30 Day Cohort’ dimension simultaneously.  Is this possible?  Can I combine multiple Previous functions?  Is it possible to nest two Previous functions? To start my model, I have “initialized” the metric with both the starting values in the first month and the forecasted new subscribers in the first ‘30 Day Cohort’ (0 in my case): What I would like to do is calculate a formula on the value in the previous month and previous cohort and then do so recursively (this is why I think I need to use the Previous function).  So for Oct 23 and cohort 1, I would want to do my calculation based on the Sep 23 and cohort 0 value (1,895); for Oct 23 and cohort 2, I would want to do my calcula

7768
B
Newly Minted Pigmenteer
9 months ago
C
Budding Pigmenteer
Carolina LeeBudding Pigmenteer
asked in Questions & Conversations
Balance Sheet: Net Income

Which formula can I use for Net Income at my balance sheet in the begging of the year where I need to transfer all Net income to Retained earnings / losses and start accumulate again? See below an example. I read this article below but I couldn’t understand: 

3364
P
Newly Minted Pigmenteer
9 months ago
M
Seasoned Pigmenteer
mmusabSeasoned Pigmenteer
asked in Questions & Conversations
Repeating set of values until the a certain condition

Hi TeamI have a calc which uses Year dimension and the year starts from 1 to 20. There is an assumption metric which defines what year the crops will be harvested. So lets say currently the assumption is year 6 in which the crops will be harvested, then from that year onward second rotation will start and then follow similar process until Year 6 where it again will be harvested and planted again.So as an example in excel, you can see from FY19 the year starts as 0 as that is where initial plantation happen. Then it counts from Year 1 to 6 and then at Year 6 which is equal to our assumption metric (Year 6) as well, it stops and then a new cycle starts from 0 to 6 all over again. How can we built something like this easy way? I have tried thinking of using MOD in which lets say in our Year dimension, we have count column as well that goes from 1 to 20 . So what i am doing is saying if Year.Count/Assumption metric =0, then mark it as harvest year.  Now how can i get it to count and reset

1591
Issam Moalla
Employee
9 months ago
P
Newly Minted Pigmenteer
ParapebuneNewly Minted Pigmenteer
asked in Questions & Conversations
How to create a weighted distribution

Hi!I have a sales volumes metric with dimensions Category, Channel, Product and Month.Data was imported from a transaction list.I want to adjust this with some volumes that are manually input by user per channel, but I want to spread this values on every product using the same weighted distribution per category and month as the initial data. For example, if on month Jun, on a product, the volume was 15% of the total, I want to add on that product for Jun 15% of the manually added volume.How do I achieve that?Thanks in advance!

1471
S
Newly Minted Pigmenteer
9 months ago
M
Newly Minted Pigmenteer
Moosa MalickNewly Minted Pigmenteer
asked in Questions & Conversations
Removing Blanks in Transactions List

Hi,Is there a way to remove blank cells in the grid of a transactions list. I am applying a filter to the transactions list which gives me blank rows which I want to get rid of. Thanks

4794
M
Newly Minted Pigmenteer
9 months ago
M
Newly Minted Pigmenteer
Moosa MalickNewly Minted Pigmenteer
asked in Questions & Conversations
Filtering a dimensions list based on another dimensions list.

Hi,Is it possible to filter a dimensions list based of another dimensions list e.g. if I want to just filter for Revenue, can I filter based on the classification field which comes from another dimensions list.

941
Nathan
Employee
9 months ago
E
Budding Pigmenteer
ELeff_AccBudding Pigmenteer
asked in Questions & Conversations
Compile Commentary from different tables

Does there exist a way to take the commentary (a metric of type text) from across two different tables? For instance, commentary about an Opex Expense related expense, for example Travel Expense (table 1) and Employee Expense (table 2).  Each table has a different set of metrics and each allows for text entry to supplement the expense to provide additional detail.  Downstream the request is to compile all expenses in a FPA view of all expenses entered across the company and then additionally to include the expense detail (text) with the relevant expense lines.  Bringing the data from the two different tables is no issue as we can use the “+” operand to include data from both tables.  This presents an issue when attempting the same with Text as the metric type of text does not accept Text as an arithmetic operand.  I attempted to utilize & but that did not align properly to the relevant line items being planned.  Curious if anyone else has come across this...

1703
E
Budding Pigmenteer
9 months ago
D
Seasoned Pigmenteer
DastanSeasoned Pigmenteer
asked in Questions & Conversations
Dynamically Aggregate items in Chart views

 Hi Pigment friends, I wonder if there is a way to dynamically aggregate calculated values when using multiple items in a dimension? I am sure my question is confusing, so hence, I will give an example.We are presenting Average Contract Value (ACV) in each segment throughout the year on a monthly basis (we have 3 segments):Each node in the chart is the ACV and all segments are currently selected. The thing is, when we want to represent aggregated ACV with all segments, we need to create a separate chart: The downside of this chart is that we cannot dynamically add/combine/remove segments, because it will start summing them up, instead of showing ACV of combined segments. For instance, if I select Small customers ACV ($500) and Medium customers ACV ($1000), and we have 10 small customers and 5 medium customers, the average aggregated ACV should be: (10 * $500 + 5 * $1000) / (10 + 5) = $667. With aggregated chart, it will sum $500 and $1000 and show $1500 as total ACV, if Small and Mediu

2062
D
Seasoned Pigmenteer
9 months ago
Benji
Employee
BenjiEmployee
published in Announcements
Pigment recognized in 2024 Gartner® Market Guide for Cloud Extended Planning and Analysis Solutions

“Gartner FP&A Leaders’ Priorities for 2023 found that 76% of FP&A leaders will integrate financial planning with other enterprise planning. This is one of the top priorities for FP&A leaders and is of similar importance to planning and sequencing finance transformation activities” leaders – “by 2025, more than 60% of planning solution initiatives will be driven by xP&A requirements.” Pigment has been recognized in the report as a Representative Vendor in Cloud Extended Planning and Analysis Solution Functionality. What’s in the Market Guide?An xP&A definition and market description: why it’s a priority for enterprises and how it differs from integrated financial planning Analysis of the market direction - where Gartner expects xP&A to go next Recommendations for application leaders to effectively utilize cloud xP&A Capabilities to consider when evaluating xP&A platform solutions A list of Representative Vendors Read the Market Guide Gartner, Market Guide

3370
Benji
Employee
9 months ago
Benji
Employee
BenjiEmployee
published in Job Board
The FP&A Jobs Report #69 (Matillion, Glean, Poolside...)

For all the new joiners, a quick reminder of what you get with this newsletter:👉🏾 Around 10 fresh job offers👉🏻 From top companies worldwide👉 Every weekExecutive Roles [SOFTWARE] Head of Finance 📍Remote, EMEA Poolside is building the world's most capable AI for software development & the applications to unlock the potential of developers.  [HIGHER EDUCATION] FP&A Director 📍Paris, FR OpenClassrooms has become one of the largest online education and training platforms in Europe.  [SOFTWARE] Head of FP&A 📍London, UK [SOFTWARE]   Quadient specialises in customer experience management and business process automation.  [SOFTWARE] FP&A Director 📍San Francisco, US Iterable is the top-rated AI-Powered Customer Communication Platform.  Hiring? Submit a job!Other Roles [SOFTWARE] FP&A Manager 📍Manchester, UK Matillion is a cloud-native data integration platform facilitating ETL processes for or

900
Benji
Employee
9 months ago
P
Newly Minted Pigmenteer
ParapebuneNewly Minted Pigmenteer
asked in Questions & Conversations
Manual Input Board

Hi! I have a numeric metric of volumes of selling items with dimensions: item, channel, category, monthFor this metric I have some volumes imported from a transaction list. Apart of these volumes I want to use an input board which allows me to manually input extra volumes per item/channel/category/month which will finally add to the imported volumes.In the board, the input widget should show all the items that were manually input and should have the option to input a new volume based on the dimension selection.How do I  do that?Thanks in advance!

2855
Issam Moalla
Employee
9 months ago
D
dariousKeen Learner
asked in Questions & Conversations
Calculating Adjusted Average by Month on various Dimensions

Hello Pigment Community!I hope this post finds you well. I'm currently working on enhancing my model's performance by calculating an adjusted average by month for deal completion times. While I've successfully calculated the average number of days for deal completion in a straightforward manner, I'm now facing challenges taking it to the next level. I'm reaching out to this community for assistance, and I would greatly appreciate your input and expertise.Current Solution:In my current approach, I utilize a transaction block named "All Deals," containing two columns - 'create date' and 'close date.' Using the 'DAYS' pigment function, I calculate the difference between these two dates. Then, using Excel I compute the 1st and 3rd quartiles using the excel function “QUARTILE.INC”. I then calculate the the Inter-quartile range (IQR), which I use to calculate the upper and lower bounds for my data. I then manually input the upper and lower bounds in my pigment solution to exclude outliers an

2981
Issam Moalla
Employee
9 months ago
J
Seasoned Pigmenteer
JoseSeasoned Pigmenteer
asked in Questions & Conversations
Getting the seasonality for FORECAST_ETS function

Dears,I have the historic sales per month, and we have strong seasonality, but also and upward trend. I would like to use the FORECAST_ETS function, however, I don’t understand how to get the value of seasonality. For example I know every July and August we have a drop and then it gets higher on September. In this case the seasonality would be 12? If I want something more exact can I use Python and then get the equation and plug in pigment?  For calculating a better seasonality number, alpha, beta and gamma, is there a way to get those numbers in Pigment, or I need to have another application, such as Python or R? Thanks in advance! Jose

5212
Jurgen Maas
Budding Pigmenteer
9 months ago
L
Newly Minted Pigmenteer
Lester ChowNewly Minted Pigmenteer
posted in Questions & Conversations
How are you all doing budget transfers it doesn't seem to exist as a function

We can’t edit snapshots and scenarios always have a risk of changing if underlying metrics change. How do you all do budget transfers? ie. I need to move a headcount from marketing to finance, how would I do this? And I would want all the related headcount costs to move too in the snapshot.

1211
Jurgen Maas
Budding Pigmenteer
9 months ago
K
Newly Minted Pigmenteer
kristian.bartelNewly Minted Pigmenteer
asked in Questions & Conversations
Budget Scenario or Version?

Not sure if this exact topic shows up elsewhere, but after some digging, I was still interested in clarifying best practice for budgeting in Pigment (scenario vs. version). I found this in the responses of a similar post:  For versions vs scenarios, this is a hot topic. We are right at the moment where I would suggest to use scenarios. Knowing there is currently a constraint: one scenario cannot reference another via a formula (we are working on it though). besides that, it behaves mostly the same as using a standard dimension for versions, except that you can easily compare to snapshots (thus fixing your numbers). With my limited understanding it seems like scenarios are preferable in that they respond to changes in the model over time (i.e. if there’s a change in dimensionality in a metric, the new dimensionality is accessible through your budget scenario), and they are very visible when selecting “scenario” in pages or elsewhere. However, given that the nature of a budget is static,

3362
Jurgen Maas
Budding Pigmenteer
9 months ago
D
dariousKeen Learner
asked in Questions & Conversations
Seeking Help for Calculating YoY Moving Average and Building Growth Hypothesis

Hi Pigment Community! I hope this message finds you well. I am currently working on building a table that will display my Year-over-Year(YoY) Moving Average(MA) of opportunities to customers. The ultimate goal is to use these calculations to create a growth hypothesis, which will then be employed for forecasting future opportunities and customers. I want to ensure that my YoY MA calculations are not only viewable at all levels of granularity but also correctly calculated for both granular and total values. I'm facing two main challenges that I'm seeking assistance with.Problem 1: Granular and Total Value Calculation I want to create a calculation that accurately computes both granular and total values without the aggregation issues I'm currently experiencing.Problem 2: Referencing YoY MA Values for Future Growth Hypothesis I aim to reference YoY MA values in future metrics for the growth hypothesis without being hindered by the limitations of calculated items and 'show value as' functi

5852
D
9 months ago
P
Budding Pigmenteer
PatMacBudding Pigmenteer
asked in Questions & Conversations
Value formatting in Charts

Is there a way to get rid of the decimals in the below chart without reverting to grid form first?  

1795
Benoit
Community Manager
9 months ago
E
Seasoned Pigmenteer
ElodieSeasoned Pigmenteer
asked in Questions & Conversations
Conditional formatting based on previous month

Hi everyone!I am trying to add a conditional formatting in my headcount metric in order to highlight when the number of employees increases or decreases from month to month. I cannot find any option in the conditional formatting that allows me to do so... Could you please help me finding the best solution if anyone has already faced this issue? 🤗Thanks!

1754
E
Seasoned Pigmenteer
9 months ago
Lehtohen
Budding Pigmenteer
LehtohenBudding Pigmenteer
asked in Questions & Conversations
YTD Calculations Wrong when Showing Values as %

Hello Community, I am struggling with YTD summaries for %-values. In image 1 I have lines for Revenue and Costs and then I have added metric “Costs” for a second time and I am showing the value as % of Revenue. Image 1When I add YTD calculations (Image 2), I have an issue that also the “% of Revenue (Costs)” seems to be cumulating when in fact it should be always calculated as Costs/Revenue. This means that for February YTD (ACT) shows -2.20 % (= -1.30 % + -0.90 %) instead of the calculated values, which should be -1.11 % (= -4 664 / 419 306). Image 2Is it possible to keep the YTD calculations for other metrics, but use a “formula”-calculation for the %-metrics? In case it is any help, here is also a image of how I have pivoted the data. Image 3 

1721
Benoit
Community Manager
9 months ago
Benji
Employee
BenjiEmployee
published in Job Board
The FP&A Jobs Report #68 (OpenAI, Adobe, Wiz...)

For all the new joiners, a quick reminder of what you get with this newsletter:👉🏾 Around 10 fresh job offers👉🏻 From top companies worldwide👉 Every weekExecutive Positions [COMPUTER & NETWORK SECURITY] FP&A Director 📍New York, US Wiz rapidly identifies and removes the most critical risks in AWS, Azure, GCP, OCI, Alibaba Cloud and Kubernetes so companies can build faster and more securely.  [MANUFACTURING] FP&A Associate Director 📍Bad Homburg, DE Fresenius Kabi is a global healthcare company that specializes in lifesaving medicines and technologies for infusion, transfusion and clinical nutrition.  [SOFTWARE] FP&A Director 📍Remote, US Aurora Solar is cloud-based software transforms solar design, sales, and delivery.   [STAFFING & RECRUITING] FP&A Director 📍Montpellier, FR Meteojob is a French job search platform owned by CleverConnect, a company that specialises in HR and recruitment technology solut

840
Benji
Employee
9 months ago

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